Broadcom validated leading AI models on VMware Cloud Foundation, enabling on-premises deployment and cost-effective data sovereignty for enterprises.
Quiver AI Summary
Broadcom Inc. announced at VMware Explore 2026 that major AI models from providers like Google, NVIDIA, and Alibaba Cloud are now validated to run on VMware Cloud Foundation (VCF), enabling enterprises to deploy AI models on-premises as a service. As organizations transition to private cloud for enhanced privacy and security, VCF offers a production-ready platform for running AI workloads alongside traditional applications. Independent benchmarks show VCF performs on par with bare metal, making it suitable for large-scale AI deployment. Broadcom emphasizes its commitment to offering a diverse range of validated AI models, ensuring data sovereignty and efficient deployment across various hardware options.
Potential Positives
- Broadcom's VMware Cloud Foundation (VCF) is validated to run leading AI models from major providers, enhancing its appeal to enterprises looking to deploy AI on-premises.
- 56% of enterprises are reported to be running or planning production AI on private cloud, showcasing the growing demand for secure and efficient AI solutions that VCF can meet.
- Independent benchmark testing confirms that VCF delivers performance comparable to bare metal, establishing it as a robust choice for enterprises deploying AI at scale.
- The support for mixed compute across major GPU and CPU vendors gives enterprises flexibility in choosing hardware for their AI workloads, potentially reducing costs and increasing efficiency.
Potential Negatives
- While the press release highlights partnerships with various AI model providers, it does not provide specific details on how many customers have adopted VMware Cloud Foundation (VCF) for AI workloads, which may raise questions about its market penetration and effectiveness.
- The focus on private cloud solutions in the context of AI may indicate a limitation in flexibility as enterprises increasingly explore hybrid cloud solutions, which could restrict Broadcom's appeal in a competitive market.
- The press release lacks clear metrics on the performance improvements offered by VCF compared to competitors, which may make it difficult for potential customers to assess its advantages fully.
FAQ
What is VMware Cloud Foundation?
VMware Cloud Foundation (VCF) is a unified private cloud platform designed to run AI models and workloads securely on-premises.
Which AI models are validated for VMware Cloud Foundation?
Leading models include Google DeepMind's Gemma 4, NVIDIA's Nemotron 3, NEC's cotomi, Alibaba's Qwen 3.7-Max, and Z.ai's GLM 5.2.
How does VCF support enterprises with AI workloads?
VCF provides a production-ready platform for deploying AI workloads, ensuring data sovereignty, security, and operational control.
What advantages does VCF offer for AI inference on private cloud?
VCF delivers performance on par with bare metal and supports mixed compute options, enhancing flexibility and cost-effectiveness for enterprises.
How can organizations learn more about VMware Explore 2026?
Organizations can visit the VMware Explore website to find information about sessions, labs, and opportunities for advancing IT skills.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$AVGO Insider Trading Activity
$AVGO insiders have traded $AVGO stock on the open market 149 times in the past 6 months. Of those trades, 1 have been purchases and 148 have been sales.
Here’s a breakdown of recent trading of $AVGO stock by insiders over the last 6 months:
- HENRY SAMUELI has made 0 purchases and 38 sales selling 1,436,208 shares for an estimated $500,006,153.
- MARK DAVID BRAZEAL (Chief Legal & Corp Affairs Ofc) has made 0 purchases and 48 sales selling 166,834 shares for an estimated $59,425,537.
- S. RAM VELAGA (President, ISG) has made 0 purchases and 21 sales selling 102,594 shares for an estimated $34,421,293.
- CHARLIE B KAWWAS (President, SSG) has made 0 purchases and 19 sales selling 74,834 shares for an estimated $24,418,944.
- KIRSTEN M. SPEARS (CFO & Chief Accounting Officer) has made 0 purchases and 18 sales selling 60,154 shares for an estimated $19,452,715.
- JUSTINE PAGE has made 0 purchases and 2 sales selling 3,620 shares for an estimated $1,311,269.
- GAYLA J DELLY has made 0 purchases and 2 sales selling 2,890 shares for an estimated $1,086,678.
- HARRY L. YOU purchased 1,000 shares for an estimated $373,570
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$AVGO Revenue
$AVGO had revenues of $22.2B in Q2 2026. This is an increase of 47.87% from the same period in the prior year.
You can track AVGO financials on Quiver Quantitative's AVGO stock page.
You can access data on AVGO stock through the Quiver Quantitative API.
$AVGO Congressional Stock Trading
Members of Congress have traded $AVGO stock 8 times in the past 6 months. Of those trades, 3 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $AVGO stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAVID TAYLOR has traded it 3 times. They made 1 purchase worth up to $15,000 on 07/24 and 2 sales worth up to $30,000 on 04/27.
- REPRESENTATIVE RICK W. ALLEN purchased up to $15,000 on 07/14.
- SENATOR SHELLEY MOORE CAPITO sold up to $15,000 on 04/13.
- REPRESENTATIVE JARED MOSKOWITZ purchased up to $15,000 on 03/31.
- SENATOR ALAN ARMSTRONG sold up to $50,000 on 03/27.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 03/25.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$AVGO Hedge Fund Activity
We have seen 2,598 institutional investors add shares of $AVGO stock to their portfolio, and 2,147 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 95,016,148 shares (+inf%) to their portfolio in Q2 2026, for an estimated $35,892,349,907
- INVESCO LTD. added 35,875,676 shares (+107.7%) to their portfolio in Q2 2026, for an estimated $13,552,036,609
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 33,404,003 shares (+inf%) to their portfolio in Q2 2026, for an estimated $12,618,362,133
- FMR LLC added 20,246,297 shares (+16.3%) to their portfolio in Q2 2026, for an estimated $7,648,038,691
- BLACKROCK, INC. added 12,269,052 shares (+3.2%) to their portfolio in Q2 2026, for an estimated $4,634,634,393
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 10,145,294 shares (-54.1%) from their portfolio in Q2 2026, for an estimated $3,832,384,808
- SG AMERICAS SECURITIES, LLC removed 7,595,730 shares (-35.6%) from their portfolio in Q2 2026, for an estimated $2,869,287,007
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$AVGO Analyst Ratings
Wall Street analysts have issued reports on $AVGO in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Deutsche Bank issued a "Buy" rating on 06/04/2026
- UBS issued a "Buy" rating on 06/04/2026
To track analyst ratings and price targets for $AVGO, check out Quiver Quantitative's $AVGO forecast page.
$AVGO Price Targets
Multiple analysts have issued price targets for $AVGO recently. We have seen 21 analysts offer price targets for $AVGO in the last 6 months, with a median target of $525.0.
Here are some recent targets:
- Ross Seymore from Deutsche Bank set a target price of $515.0 on 06/04/2026
- Cody Acree from Benchmark set a target price of $545.0 on 06/04/2026
- Gil Luria from DA Davidson set a target price of $400.0 on 06/04/2026
- Arthur Lai from Macquarie set a target price of $437.0 on 06/04/2026
- Rick Schafer from Oppenheimer set a target price of $535.0 on 06/04/2026
- Vijay Rakesh from Mizuho set a target price of $530.0 on 06/04/2026
- Vivek Arya from B of A Securities set a target price of $530.0 on 06/04/2026
Full Release
LAS VEGAS, Aug. 31, 2026 (GLOBE NEWSWIRE) -- VMware Explore 2026 -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops, and supplies semiconductor and infrastructure software solutions, today announced that leading AI models from providers including Google, NVIDIA, NEC, Alibaba Cloud, and Z.ai, are validated to run on VMware Cloud Foundation (VCF), enabling customers to bring these AI models on-premises and deliver “model as a service” to their users. As enterprises accelerate the movement of inference workloads to private cloud driven by privacy, security, governance, and AI tokenomics, VCF provides the AI- and Kubernetes-native platform that gives organizations across industries a production-ready path to deploying a wide variety of AI models.
According to Broadcom's Private Cloud Outlook 2026 , 56% of enterprises are already running or planning to run production AI inferencing on private cloud. VCF is a unified private cloud platform capable of running inference workloads, agentic applications, containerized services, and traditional VMs together, eliminating the operational fragmentation of managing separate stacks. Independent benchmark testing under MLPerf Inference v5.1 standards confirms that VCF delivers performance on par with bare metal, making it the ideal platform of choice for enterprises deploying AI at scale on premises.
“Broadcom is committed to giving enterprises the broadest set of AI models for their on-premises infrastructure, all validated on VCF,” said Chris Wolf, global head of AI and advanced services, VMware Cloud Foundation Division, Broadcom. “Working with the world’s leading AI model providers, we’re giving organizations a clear path to data sovereignty and cost-effective AI at scale, with leading models available securely and delivered as a service to their user community through VMware Cloud Foundation’s built-in services.”
Leading Models Validated for VMware Cloud Foundation
VCF empowers enterprises to accelerate AI workload deployment at lower costs through an open and extensible ecosystem. Support for mixed compute across AMD, Intel, and NVIDIA frees enterprises to choose their preferred GPU and CPU hardware for their AI workloads. Leveraging vLLM as the default model runtime gives customers the ability to run more than 150 open source models on VCF. Today, Broadcom is announcing the following models have been tested and validated to run on VCF:
- Nemotron 3 : The NVIDIA Nemotron 3 family of open, multimodal models delivers leading accuracy and efficiency to help agents complete tasks faster. Combining hybrid Mamba-Transformer MoE architecture, 1 million context and multi-environment reinforcement learning, Nemotron 3 enables scalable, long-running agentic workflows across enterprise applications.
- Gemma 4 : Google DeepMind's latest open source, open-weight multimodal model family, purpose-built for developers and the research community for bringing local execution, and enabling enterprises to build and deploy autonomous AI agents.
- cotomi : NEC's proprietary AI model optimized for Japanese language, trained on curated, highly reliable datasets. It empowers enterprises by seamlessly combining high-speed processing with a 40% improvement in token efficiency.
- Qwen 3.7-Max : Alibaba's Qwen 3.7-Max is a proprietary multimodal model that offers impressive one-million-token context windows, advanced multimodal reasoning, and agentic-era design, giving global enterprises sovereign, on-premises access to one of the world's most capable AI model families.
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GLM 5.2
: Z.ai (formerly Zhipu AI)'s open source General Language Model enables enterprises to deploy coding and reasoning agents locally for multi-step autonomous workflows with data sovereignty and optimal hardware performance.
Partner and Industry Commentary
“VMware Cloud Foundation gives enterprises the secure, governed foundation they need to put Gemma 4 to work across their most demanding workloads,” said Olivier Lacombe, Director of Product Management, Google DeepMind. “By combining Gemma 4’s multimodal reasoning and agentic capabilities with VCF’s zero-trust security architecture and Model Context Protocol support, enterprises can build and deploy autonomous AI agents entirely within their own infrastructure without compromising on data sovereignty or operational control.”
“NEC’s cotomi was purpose-built for enterprises that need AI to truly understand the nuances of Japanese language and business context, and VMware Cloud Foundation gives those enterprises the private, secure infrastructure to deploy it at scale. With cotomi running on VMware Cloud Foundation, organizations gain an AI model capable of acting as a secure autonomous agent across their workplace systems — without sensitive data ever leaving their own environment,” said Akio Yamada, Chief AI Officer, NEC Corporation. “Furthermore, NEC offers the NEC Private Infrastructure powered by VMware service, providing customers with a private cloud environment hosted in NEC data centers. We will continue to explore opportunities to further integrate cotomi with VMware Cloud Foundation.”
“Enterprise customers need AI inference that respects data sovereignty and regulatory boundaries, particularly in markets where data sovereignty, not just residency, is non-negotiable,” said Craig McLellan, CEO of ThinkOn. “By deploying advanced, enterprise-grade AI models on VMware Cloud Foundation, ThinkOn delivers a sovereign AI framework that gives organizations complete control over their intellectual property. Customers gain production-ready inference capabilities on private cloud infrastructure, with the governance and compliance controls their industries require.”
Additional Resources
- Learn more about VMware Cloud Foundation
- Follow VMware Cloud Foundation social channels on LinkedIn , X, formerly known as Twitter and YouTube
About VMware Explore
VMware Explore is the established cloud event for IT professionals to advance their skills and credentials. VMware Explore 2026 will connect attendees with technology experts and solution architects who are solving real-world challenges. Focused technical sessions, Hands-on Labs, and certification opportunities will enable attendees to apply their learnings and deliver greater value back to their organizations. Attendees will leave with the training, tools, and strategies to build and operate a modern private cloud that is AI-native—running any workload while keeping data local and secure. To learn more about VMware Explore, please visit:
https://www.vmware.com/explore
About Broadcom
Broadcom Inc. (NASDAQ: AVGO) is a technology leader that designs, develops, and supplies semiconductors and infrastructure software for global organizations' complex, mission-critical needs. Broadcom combines long-term R&D investment with superb execution to deliver the best technology, at scale. Broadcom is a Delaware corporation headquartered in Palo Alto, CA. For more information, visit
www.broadcom.com
.
Broadcom, the pulse logo, and Connecting everything are among the trademarks of Broadcom. The term "Broadcom" refers to Broadcom Inc., and/or its subsidiaries. Other trademarks are the property of their respective owners.
Media Contact:
Roger T. Fortier
VMware Cloud Foundation Division, Broadcom
+1.408.348.1569
[email protected]